StoneX Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

StoneX Group’s Portfolio PIZ Stock Details PIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,421	Closed	-$230K	–	378
2020 Q3	$230K	Hold	7,421	–	–	0.07%	273
2020 Q2	$205K	Buy	+7,421	New	+$189K	0.08%	272
2020 Q1	–	Sell	-22,794	Closed	-$656K	–	303
2019 Q4	$656K	Buy	22,794 +8,282	+57%	+$228K	0.27%	114
2019 Q3	$383K	Sell	14,512 -204	-1%	-$5.47K	0.24%	145
2019 Q2	$398K	Sell	14,716 -343	-2%	-$9.07K	0.26%	124
2019 Q1	$389K	Hold	15,059	–	–	0.3%	114
2018 Q4	$346K	Sell	15,059 -10,085	-40%	-$246K	0.33%	104
2018 Q3	$690K	Buy	25,144 +1,589	+7%	+$44.2K	0.51%	64
2018 Q2	$648K	Sell	23,555 -484	-2%	-$13.6K	0.56%	56
2018 Q1	$670K	Buy	+24,039	New	+$681K	0.64%	43

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

StoneX Group's PIZ Position: Q4 2020 in Review

StoneX Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2020, closing a stake of 7,421 shares — an estimated $230K sold.

StoneX Group first reported a position in PIZ in Q1 2018 and held it in 10 quarters. The position peaked at $690K in Q3 2018. 52 funds tracked by Wall St. Rank hold PIZ as of Q4 2020.

StoneX Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2020 after selling out during the quarter.
StoneX Group sold 7,421 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2020, an estimated $230K.
StoneX Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2018 and held it in 10 quarters.
StoneX Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $690K in Q3 2018.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2020.

Based on StoneX Group's 13F filing for Q4 2020, filed 3 Feb 2021.